Heritage Wealth Management (Arizona)’s Advanced Energy AEIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $205K | Sell |
1,883
-243
| -11% | -$26.4K | 0.11% | 163 |
|
|
2024
Q1 | $217K | Buy |
2,126
+158
| +8% | +$16.1K | 0.11% | 169 |
|
|
2023
Q4 | $214K | Buy |
+1,968
| New | +$214K | 0.12% | 157 |
|
|
2022
Q4 | $533K | Buy |
6,209
+3,413
| +122% | +$293K | 0.08% | 201 |
|
|
2022
Q3 | $216K | Buy |
2,796
+455
| +19% | +$35.2K | 0.07% | 210 |
|
|
2022
Q2 | $171K | Buy |
2,341
+605
| +35% | +$44.2K | 0.06% | 267 |
|
|
2022
Q1 | $149K | Buy |
+1,736
| New | +$149K | 0.04% | 319 |
|